Effectively managing your NetSuite environment is important for ensuring optimal user performance, data security, and scalability for your business operations. The best practices laid out below will help you manage your NetSuite environment so that it is well-organized and high performing. System Architecture Create and maintain a graphic that shows NetSuite, the integrations associated with… Continue reading NetSuite System Management Best Practices
Tag: Netsuite
Inventory Out-of-Balance Across Locations
Problem: Inventory quantities show correctly at the item level, but detailed reports reveal inconsistent totals across locations. Cause: Transfer Orders were created but not received at the destination. Item Fulfillments were backdated before items were received into stock. Solution: Review pending Transfer Orders under Transactions > Inventory > Receive Transfer Orders. Identify and complete any… Continue reading Inventory Out-of-Balance Across Locations
Inventory Valuation Report Includes In-Transit Goods
Inventory valuation report totals include items not yet received physically at the warehouse. Root Cause: Items marked as “Shipped” from vendors are recorded via Item Receipt but not yet physically in stock. This is due to automated PO processing or drop-ship processes. Resolution Steps: Use Inventory Status or custom transaction saved searches to separate in-transit… Continue reading Inventory Valuation Report Includes In-Transit Goods
Consolidated Financial Report Omits Intercompany Eliminations
Business Context: A consolidated Balance Sheet report shows inflated receivables and payables between subsidiaries. Root Cause: Intercompany transactions (IC Sales/Purchases, Loans, etc.) are not being offset by elimination journal entries. Resolution Steps: Set up and review Elimination Subsidiary. Ensure elimination schedules are configured and run properly. Verify intercompany accounts are correctly mapped. Check that report… Continue reading Consolidated Financial Report Omits Intercompany Eliminations
Income Statement Includes Prior Period Adjustments in Current Period
Current period’s Income Statement unexpectedly includes transactions from prior periods. Root Cause: Backdated journal entries or adjustments were created and posted to a closed period, which NetSuite rolls forward into the next open period unless historical period adjustments are blocked. Resolution Steps: Identify and isolate backdated entries using GL Detail report. Configure Accounting Preferences to… Continue reading Income Statement Includes Prior Period Adjustments in Current Period
Restrict inserting a new sales team line using insert, when existing line has a specific employee
function validateInsert(scriptContext) { try { let currentSublist = scriptContext.sublistId if (currentSublist == ‘salesteam’) { let rec = scriptContext.currentRecord; let lineCount = rec.getLineCount({ sublistId: ‘salesteam’ }); for (let i = 0; i < lineCount; i++) { let employeeId = rec.getSublistValue({ sublistId: ‘salesteam’, fieldId: ’employee’, line: i }); if (employeeId && employeeId.toString() === TARGET_EMPLOYEE_ID && checkForParameter(role) &&… Continue reading Restrict inserting a new sales team line using insert, when existing line has a specific employee
Automate NetSuite Consignment Sales Obligation Programs
Background While NetSuite is strong as a general-purpose ERP platform for distributors, there are some business flows where the system out-of-the-box does not have ready-to-go algorithms. One such practice is called Consignment Sales. Instead of the dropship model where a seller does not possess the good but then instructs a supplier to ship directly to… Continue reading Automate NetSuite Consignment Sales Obligation Programs
Learn How To Automatically Apply NetSuite Landed Costs from Purchased Freight
NetSuite Landed Cost Considerations Note, I have seen many organizations attempt to track actual landed costs against item receipts. The primary challenges of tracking actuals have to do with the fact that actual costs may take significant time to be known; vendors may present their bills well past the time that services were rendered. In… Continue reading Learn How To Automatically Apply NetSuite Landed Costs from Purchased Freight
Rescheduling Scheduled or Map/Reduce NetSuite Script Considerations
Background In our professional services practice, we created a tool called “Queue Manager” to help us with complex NetSuite jobs. The Queue Manager simply is a record structure to help us understand when we want to schedule or queue up background processing work — using it helps us optimize the way we use threads/processors in our… Continue reading Rescheduling Scheduled or Map/Reduce NetSuite Script Considerations
NetSuite Vendor Bill Created From Purchase Order References
Background NetSuite’s general transaction architecture is to generate child records from copies of parent records. For example, on the Sales Order, when it is time to bill, the resulting invoice is effectively a copy with a cross-reference via the Created From field. This pattern is used extensively in the NetSuite environment. Yet, there may be use cases… Continue reading NetSuite Vendor Bill Created From Purchase Order References